How to Create Users

Created by Elizabeth Whyte, Modified on Wed, 3 Jul, 2024 at 1:44 PM by Elizabeth Whyte

To add new business users to your account and customise their access, follow these steps:

Navigate to the Account page.
Select the New+ button within the Users tile to begin creating a new user.
Enter the user's real name, display name, and email address.
Assign one or more roles to the user, defining their permissions and access levels.
Click Save to add the user to your account.
Once the user is added, use the Send welcome email button to send them a registration email.
The registration email will contain instructions for the user to reset their password and complete the account setup process.